Csenge Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$764K	Sell	6,489 -294	-4%	-$36.5K	0.04%	351
2025 Q4	$874K	Buy	6,783 +320	+5%	+$40K	0.04%	331
2025 Q3	$818K	Buy	6,463 +158	+3%	+$19.5K	0.04%	333
2025 Q2	$732K	Buy	6,305 +144	+2%	+$16.2K	0.04%	334
2025 Q1	$650K	Buy	6,161 +377	+7%	+$43.2K	0.04%	338
2024 Q4	$640K	Buy	5,784 +2,512	+77%	+$280K	0.03%	367
2024 Q3	$350K	Buy	3,272 +10	+0.3%	+$1K	0.02%	522
2024 Q2	$309K	Buy	3,262 +8	+0.2%	+$749	0.02%	520
2024 Q1	$311K	Sell	3,254 -72	-2%	-$6.41K	0.02%	535
2023 Q4	$284K	Buy	3,326 +127	+4%	+$9.9K	0.02%	535
2023 Q3	$239K	Sell	3,199 -336	-10%	-$25.9K	0.02%	542
2023 Q2	$264K	Buy	3,535 +211	+6%	+$15.2K	0.02%	529
2023 Q1	$236K	Sell	3,324 -50	-1%	-$3.85K	0.02%	511
2022 Q4	$255K	Sell	3,374 -153	-4%	-$11.5K	0.02%	508
2022 Q3	$238K	Sell	3,527 -185	-5%	-$13.6K	0.02%	521
2022 Q2	$260K	Sell	3,712 -10,875	-75%	-$829K	0.02%	483
2022 Q1	$1.23M	Sell	14,587 -8,042	-36%	-$693K	0.1%	183
2021 Q4	$1.85M	Sell	22,629 -294	-1%	-$25.6K	0.16%	111
2021 Q3	$1.92M	Buy	22,923 +294	+1%	+$24.4K	0.16%	110
2021 Q2	$1.85M	Buy	22,629 +19,551	+635%	+$1.57M	0.16%	111
2021 Q1	$238K	Sell	3,078 -420	-12%	-$29.9K	0.02%	442
2020 Q4	$234K	Sell	3,498 -206	-6%	-$12.7K	0.03%	383
2020 Q3	$215K	Sell	3,704 -5,570	-60%	-$320K	0.03%	370
2020 Q2	$511K	Buy	+9,274	New	+$495K	0.07%	187
2018 Q4	–	Sell	-220	Closed	-$12K	–	828
2018 Q3	$12K	Buy	+220	New	+$13.5K	﹤0.01%	475